April 10, 2024


1 Total CPE Credits


Retirement Planning: IRAs

  • Instructor

    David Peters

Learning Objectives

After attending this presentation you will be able to...

  • State who may contribute to a Traditional IRA and a Roth IRA
  • Recognize how recent legislation has affected the taxation of IRAs
  • Identify contribution, distribution, and RMD planning considerations when working with IRAs

Major Topics

The major topics covered in this class include:

  • IRA Types & Basic Requirements
  • MAGI Thresholds for Traditional & Roth IRA's
  • IRA Distributions
  • Handling Coronavirus Distributions
  • Handling Roth IRA Distributions
  • Required Minimum Distributions
  • Qualified Charitable Distributions (QCD's)

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxation

Advanced Preparation


Intended Audience

CPAs and financial advisors who want to know more about the basic theory and concepts behind financial planning utilizing IRAs.


CPA Crossings

Register For This Event

  • ASCPA Member

    $ 55 55
  • ASCPA Non-Member

    $ 105 105
    Your Price

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